Corvex Management LP reported 25 holdings worth US$3.27B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Corvex Management LP reported 25 holdings worth US$3.27B as of Jun 30, 2026. Largest: Illumina, Inc., Genedx Holdings Corp. and Vestis Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$3.27B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Illumina, Inc. | 2.83M | US$498M | 15.2% |
| Genedx Holdings Corp. | 4.78M | US$328M | 10.0% |
| Vestis Corporation | 19.8M | US$288M | 8.8% |
| Southwest Gas Holdings, Inc. | 3.21M | US$285M | 8.7% |
| Mgm Resorts International | 5.35M | US$256M | 7.8% |
| Amazon.com, Inc. | 906K | US$216M | 6.6% |
| Walt Disney Company (the) | 2.16M | US$208M | 6.4% |
| Vistra Corp. | 1.02M | US$162M | 4.9% |
| Meta Platforms, Inc. | 280K | US$158M | 4.8% |
| Iac Inc. | 2.79M | US$129M | 3.9% |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 996K | US$105M | 3.2% |
| Planet Fitness, Inc. | 1.89M | US$98.8M | 3.0% |
| Restaurant Brands International Inc. | 1.27M | US$91.7M | 2.8% |
| Union Pacific Corporation | 326K | US$88.8M | 2.7% |
| Liberty Media Corporation - Series A Liberty Formula One | 694K | US$66M | 2.0% |
| Fortrea Holdings Inc. | 2.99M | US$52M | 1.6% |
| Microsoft Corp. | 132K | US$49.1M | 1.5% |
| Onterris, Inc. | 1.77M | US$35.8M | 1.1% |
| Nvidia Corporation | 16,250 | US$3.25M | 0.10% |
| Tesla, Inc. | 2,850 | US$1.2M | 0.04% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |
| Lionsgate Studios Corp | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Standard Biotools Inc. | 0 | US$0 | 0.00% |